FAQ: Bottom-Up User Management

Q: What is bottom-up user management?

A: Bottom-up user management is a means to quickly add users to Planview admin from individual products through User Sync.
 

Q: Will bottom-up user management update my user information in Planview admin if I update the user in a product like Portfolios?

A: No, bottom-up user management sync will only initially add the user to Planview admin. All other user name updates or email address updates must be performed manually.

Q: Will bottom-up user management update my user information in other applications if I update the user in a product like Portfolios?

A: No, bottom-up user management sync will only initially add the user to Planview admin. All other user name updates or email address updates in other products be performed manually.

Q: Why did a deleted user in Planview admin reappear after running a bottom-up user sync?

A: The bottom-up user sync adds users not currently in Planview admin to Planview admin.  This happens if the user is deleted from Planview admin, but not the product, before a user sync.

Q: Why did a user appear in the unmapped user list in Planview admin after running a bottom-up user sync?

A: The Bottom-up user sync attempts to add users not currently in Planview admin to Planview admin.  This happens if a user exists in a tenant application but cannot be added to Planview admin.  One cause of this is the user was manually added to Planview Admin in another organization while still existing in the tenant of this organization.